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Established in 2010 and our industry experts have over 37 years experience within the financial services market. IFA Client Sale has successfully matched over 300 Buyers and Sellers including successful mergers.
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Our industry experts have over 37 years experience within the financial services market.
Read MoreSeller Details
| Reference | Seller A1087 |
| Based | Essex |
| Price | ££385K |
| Turnover | £110K |
| Funds Under Management | ££20 Millio |
| Reviewed Clients | 100 |
| Other Clients | 0 |
Book of Business. Owner looking to retire, but would carry on if required for 12/18 months. Established 10 years 85% Pension 15% Investment DB Transfers done in the past, but liability stops with provider. 100 Cherished and loyal clients Age range 53 - 65. £110 ongoing income on 1/2% Fum £20 Million. Price £385K